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Social Security keeps changing my in-person appointment to telephone - how to fix without another office visit?

I'm so frustrated with Social Security's appointment system right now! I specifically went to my local SSA office to schedule an in-person appointment to apply for retirement benefits. When discussing the details, the employee initially said 'telephone interview.' I immediately told him I definitely wanted in-person, and he confirmed that date was available for in-person and changed it in the system (or so I thought). Now I just received a letter in the mail stating it will be a telephone appointment after all! Is there any way to clarify or fix this without having to go back to the office again or calling their impossible-to-reach phone line? I really need this to be in-person so I can show some complicated documents. Thanks in advance for any advice!

This happens all the time with SSA - their appointment system is notorious for defaulting to telephone even when staff input in-person. The fastest way to fix this is through your MySSA online account. Log in, go to 'Upcoming Appointments' and there should be an option to modify the appointment type. If you don't see that option, you unfortunately will need to contact them. If you do have to call, try calling right when they open at 9am or in the last hour before they close when call volume tends to be lower.

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Thanks for the suggestion! I checked my MySocialSecurity account but there's no option to modify appointments there - at least not that I can find. Maybe that feature isn't available in my region? This is so frustrating because I specifically need to show them original documents about my pension from previous employment that affects my WEP calculation.

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same thing happened to me last year!! i went in person to make an IN PERSON appointment and they sent me a letter 4 a phone one. so annoying!!!

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This is exactly why I always ask them to write down confirmation numbers for everything. The SSA systems don't talk to each other half the time!

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Your best bet is to email them through the secure messaging in your MySocialSecurity account. Explain exactly what happened and request an in-person appointment. Include your confirmation number if you have one, along with the date/time of the scheduled call. They usually respond within 2-3 business days, and in my experience, they're much more helpful through secure message than by phone. Be sure to mention that you need to present original documents that require in-person verification - that's a valid reason they should accommodate.

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I didn't realize secure messaging was an option! I'll definitely try that route. Do you know if I should cancel the phone appointment first or just let them know about the situation and see what they say?

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I've been helping my clients navigate SSA appointments for years, and unfortunately this isn't uncommon. The issue is that their internal scheduling system has telephone as the default setting, and sometimes staff forget to change the appointment type even when they verbally confirm they will. Here are your options: 1. Use the secure messaging in MySocialSecurity (as someone mentioned) 2. Fax a letter to your local office (yes, they still use fax!) 3. Mail a letter to your local office requesting the change 4. Call the national number and request a change Option 4 is typically fastest but also most frustrating due to wait times. If you have documentation that needs to be verified in person, make sure to specifically mention that as SSA has certain rules about which documents must be viewed as originals.

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Thank you for these detailed options! I'm going to try the secure messaging first and if that doesn't work, I'll try calling. I really appreciate the explanation about why this happens - makes me feel less like I'm going crazy!

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I've tried calling SSA multiple times about appointment issues and it's IMPOSSIBLE to get through!! I spent 3 hours on hold last week and then got disconnected. When I finally did reach someone the next day after another 2 hour wait, they told me they couldn't help because it was a local office matter. The whole system is designed to frustrate people until they give up.

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Try using Claimyr.com to get through to SSA faster. It saved me hours of hold time when I was dealing with a similar appointment mixup last month. They connect you with an agent and then call you when someone answers. There's a video demo at https://youtu.be/Z-BRbJw3puU that shows how it works. Much better than wasting an entire day on hold just to fix a simple scheduling error.

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just go back 2 the office with ur letter and show them. its annoying but at least u will get it fixed 4 sure. thats what i did and got it fixed right away. sometime the online stuff just makes things worse tbh

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That might end up being what I have to do, ugh. I was really trying to avoid another trip because the office is an hour drive each way for me. But you're right that it might be the most direct solution.

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One more important thing to consider - if your appointment is for retirement benefits application, you should be able to complete the entire application online without any appointment at all. The only documents you would need to provide in person are ones they can't verify electronically (like a birth certificate if you weren't born in the US). For most standard retirement claims, the online process is much more efficient. The exception would be if you have complicating factors like WEP/GPO from non-covered pensions or complex dependent situations.

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Yes, I do have WEP considerations because of a state government pension where I didn't pay into Social Security. That's exactly why I need the in-person appointment - to make sure they calculate everything correctly with my pension information. I tried starting the online application but it got very confusing when I reached that section.

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After seeing your responses, I recommend you call your local office directly rather than the national number. Most local offices have direct lines that aren't published, but here's a trick: call your Congressperson's office and tell them you're having trouble reaching SSA. They usually have the direct numbers to local offices and can either give it to you or make a call on your behalf. Congressional inquiries get priority attention at SSA offices.

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That's a brilliant idea I never would have thought of! I'll try the secure messaging first, but if that doesn't work I'll definitely contact my Congressperson's office. Thank you so much for this helpful suggestion!

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